OnCall Air

Sorting Installation Items

How to create, edit, and remove Installation Items

Managing Installation Items Catalog

How to only show relevant options when customizing a job

Specific Items for Specific System types

Validation fields needed to import custom equipment with spreadsheet

Custom Equipment Importer Validation Fields

How can I set up equipment outside of connected partners

Creating Custom Equipment Catalog

How to mass upload Custom Equipment using a spreadsheet to import

Mass Upload Custom Equipment via the Importer (Video)

Mass Update Cost of Custom Equipment (Video)

How can I view what accessories are uploaded in my system? And the price?

How Do I View A List of My Accessories?

Removing an Accessory

Learn how to include up to two accessories automatically for Live Equipment bundles

How to Include Accessories in Live Bundles

Add feature bullet highlights that can be "quick-viewed" on the presented comparison page

How to Add Feature Highlights for Custom Equipment

How OnCall Air can help upload Custom Equipment information, using the Kickstart

Custom Equipment - Kickstart Customer

Live Equipment Manager

Edit the Image of Live Equipment

AHRI for a Subset of Custom Equipment Brands

How to Add Model Numbers to Custom Accessories

Creating Commercial Quotes with Packaged Unit Systems

Add Assets to Custom Accessories

Carmela Fermin

How to activate, add, create, and edit equipment, accessories, and installation items. 

Equipment, Accessories, and Installation Items

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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